We are live on ! Find out more
DFAC icon

U.S. Core Equity 2 Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
751
EnRich Financial Partners
Wisconsin
$455K +$23.9K +688 +5%
AA
752
Advisory Alpha
Michigan
$451K -$5.28K -152 -1%
LFG
753
Lockerman Financial Group
California
$446K – – –
SWP
754
Sagespring Wealth Partners
Tennessee
$446K +$261K +7,529 +126%
NW
755
NewEdge Wealth
Pennsylvania
$444K – – –
MFT
756
Moisand Fitzgerald Tamayo
Florida
$444K -$1.67K -48 -0.4%
GWANC
757
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K +$1.08K +31 +0.2%
DWP
758
Destiny Wealth Partners
Florida
$440K – – –
SPA
759
Shore Point Advisors
New Jersey
$439K -$192K -5,528 -29%
VA
760
Valmark Advisers
Ohio
$435K +$7.95K +229 +2%
CAG
761
Crestwood Advisors Group
Massachusetts
$433K -$9.37K -270 -2%
GWSG
762
GPS Wealth Strategies Group
Colorado
$433K +$2.98K +86 +0.7%
NWM
763
Navigoe Wealth Management
California
$432K – – –
Empower Advisory Group
764
Empower Advisory Group
Colorado
$428K -$331K -9,545 -42%
Bessemer Group
765
Bessemer Group
New Jersey
$419K – – –
KWS
766
Keystone Wealth Services
California
$419K – – –
MWM
767
Modern Wealth Management
Kansas
$417K +$30.9K +891 +8%
AWE
768
Avidian Wealth Enterprises
Texas
$413K +$625 +18 +0.1%
FA
769
Fiduciary Alliance
South Carolina
$411K -$23.9K -689 -5%
RFA
770
Reyes Financial Architecture
California
$409K – – –
CTC
771
Central Trust Company
Missouri
$408K -$17K -490 -4%
RIS
772
Retirement Income Solutions
Michigan
$407K – – –
T
773
Tableaux
Massachusetts
$407K -$115K -3,317 -21%
RF
774
Robinswood Financial
Washington
$402K +$69 +2 +0%
VF
775
Vista Finance
Missouri
$396K – – –